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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,161 | $142,409+32.8% | $119,634+58.1% | $134,545+40.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 0.33% | -12.46%+12.8pp | -14.98%+15.3pp | 418.37%-418.0pp |
| Employer contribution / active EE | $24,500 | $5,224+369.0% | $4,232+478.9% | $4,742+416.7% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $64,873 | $13,594+377.2% | $10,329+528.1% | $11,431+467.5% |